See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,694 | $159,602+20.1% | $150,045+27.8% | $142,382+34.6% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 11.59% | 70.24%-58.6pp | 62.55%-51.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,236 | $4,961-34.8% | $4,693-31.0% | $4,299-24.7% |
| Participant deferral / active EE | $5,785 | $8,310-30.4% | $7,997-27.7% | $6,507-11.1% |
| Admin fee / account holder | $1,807 | $14,846-87.8% | $13,435-86.6% | $12,624-85.7% |